
The Most Valuable Tax Planning Window in Retirement
Jul 2, 2026 - 20:54
Radio and PodcastLive Radio & Podcasts
Donor-advised funds have become one of the most popular charitable giving tools in the country, with more than $326 billion now held in donor-advised fund accounts. Yet many retirees and investors still don't fully under...
Donor-Advised Funds Explained: The Most Underused Tax Strategy for Charitable Retirees is an episode from Retire Smarter by Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®. Donor-advised funds have become one of the most popular charitable gi...
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Published Jun 18, 2026, 19:18 long, audio available.